Contents

Contents

Philosophy

Overberg Asset Management holds to a unique philosophy, delivering excellence in service, value and performance - the three reasons why you should invest with us.

Service Excellence

Value Excellence

With Overberg you are not just saving through low fees and transaction costs. We also select securities for your portfolio that provide the most efficient way of investing. These include local listed securities traded daily on the JSE.

Our global portfolios are based on closed-end investment companies listed on the London Stock Exchange, the preferred investment choice for UK financial professionals.

Performance Excellence

Substantial savings will accrue to client portfolios based on our proven investment philosophy of value excellence. Low portfolio costs coupled with a specialisation in the most cost effective securities whilst never compromising on quality ensure the compounding of a significant performance advantage over time. We are confident of providing superior performance on a risk adjusted basis relative to competitors and benchmarks. Our performance track record is available in our portfolio fact-sheets.

Additional Associate Services

 

Meet our Team